Job Title: Sales Support Specialist—Lending Solutions

Dept  Lending Solutions

Reports to :  Lending Director of Sales

Sales Support Specialist—Lending Solutions

Job description

Since 1989, Data Facts, a nationwide provider of mortgage lending solutions, has provided information businesses can trust to make sound lending decisions.  As a member of the Data Facts team you will have a high degree of responsibility and the opportunity to make a difference to our organization’s direction and growth.   

Data Facts is searching for a Sales Support Specialist in our Lending Solutions division.  This individual should be a self-starter who is able to work in a fast-paced environment and thrive on being challenged and learning new things. The Sales Support Specialist must be able to multi-task, as well as work efficiently on any given task.  

Job Summary:

The Sales Support Specialist will handle first level customer and sales support, with a targeted focus on process improvement, overall customer experience, and increasing revenue while providing daily assistant to the sales team.

A Sales Support Specialist must be friendly and well-spoken.  They will be responsible for targeting, and soliciting new customers through business directories and client referrals, and providing customer service to existing customers with a focus on introducing new products and services.  This primarily inside sales position will work to uncover prospective and existing customers' business requirements using a consultative customer approach. 


Lead Generation

  • Research geographic areas to identify and qualify prospects
  • Create and execute email campaigns to assist sales in lead generation
    • Product specific emails
    • Prospect and Customer specific emails
  • Work with Marketing to identify marketing partnerships (MBA chapters, Rob Chrisman, etc.)

Customer Support & Set-Up

  • Contact specified accounts quarterly to ensure satisfaction, update contact information, and provide information on industry news, trends, products, etc.
  • Provides answers to clients by identifying problems; researching answers; guiding client through corrective steps.
  • Complete upsell and new set up sheets
  • Send all required paperwork to the client to sign prior to set up
  • Communicate with client, our compliance department and sales until the set-up is complete.
  • Send welcome package to new client and schedule training

Sales Support

  • Follow-up with tradeshow and webinar leads
  • Assist in preparing pricing proposals
  • Schedule and assist with meeting follow-up for sales team
  • Ability to multi-task and adapt to changes easily to assist with the sales team’s needs throughout the day
  • Assist with CRM data entry, and ensure account information is accurate

Qualifications, Skills & Experience: 

  • Some College Preferred
  • 2+ years of experience working in a fast-paced sales support or mortgage lending role.
  • Customer Focused Support Helpdesk Experience
  • Highly Organized
  • Presenting Technical Information, with focus toward process improvement
  • Vendor and Customer Relationships
  • Self-Motivated, with the ability to work in a fast-moving environment

 Company Benefits:

  • Full Time-40 hours per week
  • Competitive Salary
  • Quarterly Bonus Opportunities
  • Comprehensive medical, dental and vision benefits & supplemental benefit options
  • 401(k) Plan with Employer Match & Profit Sharing Plan

 At Data Facts Inc. we value the diversity of perspectives that result from a variety of life experiences: ethnicities, ages, sexual orientations, genders, and other factors. Ours is a winning culture where we work together as a team with a clear focus on common goals and where team members can grow, develop and contribute to their fullest.

For Employment Consideration, Please Submit Your Resume Via Email

Attn:  Sales Support Specialist-Lending Solutions │